JPMorgan Chase & Co. shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $72M | 354k | 202.26 |
| 2024-03-31 | $71M | 354k | 200.30 |
| 2023-12-31 | $60M | 353k | 170.10 |
| 2023-09-30 | $51M | 353k | 145.02 |
| 2023-06-30 | $51M | 353k | 145.44 |
| 2023-03-31 | $46M | 354k | 130.31 |
| 2022-12-31 | $48M | 354k | 134.10 |
| 2022-09-30 | $37M | 351k | 104.50 |
| 2022-06-30 | $39M | 342k | 112.61 |
| 2022-03-31 | $46M | 338k | 136.32 |
| 2021-12-31 | $53M | 335k | 158.35 |
| 2021-09-30 | $55M | 335k | 163.69 |
| 2021-06-30 | $52M | 334k | 155.54 |
| 2021-03-31 | $51M | 335k | 152.23 |
| 2020-12-31 | $42M | 333k | 127.07 |
| 2020-09-30 | $3.7M | 38k | 96.28 |
| 2020-06-30 | $3.5M | 37k | 94.06 |
| 2020-03-31 | $3.3M | 37k | 90.04 |
| 2019-12-31 | $4.6M | 33k | 139.39 |
| 2019-09-30 | $3.9M | 34k | 117.69 |
| 2019-06-30 | $2.9M | 26k | 111.81 |
| 2019-03-31 | $2.4M | 24k | 101.23 |
| 2018-12-31 | $2.3M | 23k | 97.64 |